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September 18, 2025

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Alternative Investments May Be Coming to 401(k) Plans

On August 7, 2025, President Trump signed an executive order directing the Department of Labor (DOL) to investigate how alternative investments, including private assets and cryptocurrency, might become more easily accessible to investors in work-based retirement plans. Celebrated by some and criticized by others, the order paves the way for retirement savers — and at […]

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July 23, 2025

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Social Security and Medicare 2025 Trustees Reports: It’s Time to Address Funding Concerns

Each year, the Trustees of the Social Security and Medicare trust funds provide detailed reports to Congress that track the programs’ current financial condition and projected financial outlook. These reports have warned for years that the trust funds would be depleted in the not-too-distant future, and the most recent reports, released on June 18, 2025, […]

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January 20, 2025

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IRS Releases Standard Mileage Rates for 2025

The IRS has increased the optional standard mileage rates for computing the deductible costs of operating an automobile for business purposes for 2025. However, the standard mileage rates for medical and moving expense purposes remain the same for 2025. The standard mileage rate for computing the deductible costs of operating an automobile for charitable purposes […]

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October 1, 2024

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Federal Appeals Court Blocks SAVE Student Loan Repayment Plan

On August 9, 2024, the U.S. Court of Appeals for the 8th Circuit officially blocked the SAVE student loan repayment plan in its entirety, saying the injunction would remain in place “until further order of this court or the Supreme Court of the United States.” The ruling replaced a temporary order issued by the same […]

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September 3, 2024

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2025 Key Numbers for Health Savings Accounts

The IRS recently released the 2025 contribution limits for health savings accounts (HSAs) and the 2025 minimum deductible and maximum out-of-pocket amounts for high-deductible health plans (HDHPs). What is an HSA? An HSA is a tax-advantaged account that enables you to save money to cover healthcare and medical costs that your insurance doesn’t pay. The […]

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June 14, 2024

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What Does the Future Hold for Social Security and Medicare?

Each year, the Trustees of the Social Security and Medicare trust funds provide detailed reports to Congress that track the programs’ current financial condition and projected financial outlook. These reports have warned for years that the trust funds would be depleted in the not-too-distant future, and the most recent reports, released on May 6, 2024, […]

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November 16, 2023

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Most Medicare Costs Are Increasing in 2024

Premiums, deductibles, and coinsurance amounts for Original Medicare generally change every year. Here’s a look at some of the costs that will apply in 2024. Medicare Part A (Hospital Insurance) costs for 2024 Medicare Part B (Medical Insurance) costs for 2024 Monthly standard premium: Most people with Medicare who receive Social Security benefits will pay […]

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September 6, 2023

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Department of Education Launches New SAVE Income-Driven Repayment Plan

The Department of Education recently launched the most generous federal student loan income-driven repayment (IDR) plan to date — the Saving on a Valuable Education (SAVE) Plan. The SAVE Plan comes after the U.S. Supreme Court blocked federal student loan cancellation in June and before payments are set to restart in October after more than […]

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August 24, 2023

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Why Did Retirement Confidence Falter in 2023?

In its annual Retirement Confidence Survey of current workers and retirees, the Employee Benefit Research Institute found that workers’ confidence in their ability to fund retirement fell by the largest extent since the financial crisis of 2008, to levels not seen since 2018. Retirees’ confidence also took a substantial hit. Overall, just 20% of respondents […]

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August 19, 2023

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RMD Relief and Guidance for 2023

In early 2022, the IRS issued proposed regulations regarding required minimum distributions (RMDs) to reflect changes made by the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. The IRS has held off on releasing final regulations so that it can address additional changes to RMDs made by the SECURE 2.0 Act of […]

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